Perform auxiliary actions on currency

To perform auxiliary actions on currency, click the needed account. Now you can:

• Copy currency ID
• Edit currency
• Share currency with other users
• Manage currency tags and triggers
• Show transactions with currency
• Delete currency

Copy currency ID

To copy a currency ID, on the right side of the needed currency, click the options icon and from the dropdown list, select Copy ID. The currency ID is copied and the success message appears at the top of the page.

Edit currency

To edit currency:

1. On the right side of the needed currency, click the options icon and from the dropdown list, select Edit.
   

2. In the Edit currency dialog, edit the needed field and click Save.
   

The currency has been edited, and you can see it in the currency list.

Share currency with other users

To share currency with other users:

1. On the selected account page:

   • Click the options icon on the right side of the needed currency and from the dropdown list, select Share.
     

   • Select the needed currency checkbox and click the share icon .
     
     Note: To share all currencies, select the Currency checkbox, and then click the
     share icon that appears.
     

2. In the Manage access rules dialog:

   1. Enter the needed user’s name in the Add users field and click Add.
      

   2. Select the needed permissions checkboxes (View, Edit, and Remove) and click Save changes.
      

You have shared your currency with the needed user, and the success message appears at the top of the selected account page.

Manage currency tags and triggers

To manage currency tags and triggers:

1. On the right side of the needed currency, click the options icon and from the dropdown list, select Manage Tags & Triggers.
   

2. In the Manage Tags & Triggers dialog, add tags and triggers in the Tags and Triggers fields correspondingly or create new ones and click Create, and then click Save.
   

The tags and triggers have been modified, you can view them in the currency line, and the success message appears at the top of the page.

Show transactions with currency

To show transactions with currency, on the right side of the needed currency, click the options icon and from the dropdown list, select Show transactions.

The Transactions page opens where you can view all the transactions with the selected currency.

Delete currency

To delete currency:

1. Click the options icon on the right side of the needed currency and from the dropdown list, select Remove.
   

2. In the Delete selected currency confirmation dialog, click Permanently delete.
   

The selected currency has been deleted and doesn’t appear in the currency list.